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Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.

Dell's AI Backlog Hits Record High as Stock Ignites After Earnings

Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.

The company booked $24.4 billion in AI orders and raised its full-year AI server revenue forecast to $60 billion, up from $50 billion

DELL says demand isn't the limit, supply is, after record Q1 results, higher FY27 guidance and a record $51.3B backlog.

Dell Technologies Inc (DELL) reports an impressive 88% revenue increase and strong AI server demand, while navigating supply chain constraints.

Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers.

With me today are Jeffrey W. Clarke, David Kennedy and Tyler Johnson. With form factors that scale the AI factory from the largest clusters in the world to the flexibility and efficiencies enterprises need.

Dell Technologies (NYSE:DELL) reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth. Jeff Clarke said reven

Company Says 'AI Opportunity Shows No Sign of Slowing'

The stock market rose to fresh highs Thursday on a reported interim U.S.-Iran deal. Dell soared overnight on earnings.

HP (HPQ) delivered earnings and revenue surprises of +20.11% and +3.52%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Earnings season is winding down, with nearly all first quarter reports in the rearview mirror.

Earnings season is winding down, with nearly all first quarter reports in the rearview mirror.

Earnings season is winding down, with nearly all first quarter reports in the rearview mirror.

HP is scheduled to report fiscal second-quarter financials after the stock market closes on Wednesday.

Computer hardware and IT solutions company Dell (NYSE:DELL) will be reporting results this Thursday after the bell. Here’s what to look for.

A rival's strong results sent both hardware makers higher. Now their own reports will test whether the AI and PC momentum holds.

S&P 500 companies' quarterly earnings and revenue growth accelerated, compared with figures from a w

Dell Earnings Are Coming. Wall Street Is Watching AI Server Demand Closely

Dow Jones futures rose after a long weekend as crude oil prices dived on Iran deal hopes despite U.S. strikes. Marvell, Dell, Costco earnings loom.

Dell is set to report earnings Thursday afternoon, with the server maker's stock seen potentially extending its record rally.

Earnings season is winding down, but we still have a couple of big name companies reporting. This week we have Dell Technologies, Marvell Technology, Snowflake, Salesforce and Costco all reporting.

Markets enter the final week of May with a holiday-shortened trading schedule following Memorial Day Monday closure, compressing important economic data and high-profile earnings into four sessions.

Quarterly results from Dollar Tree, American Eagle and Burlington may provide clues on the health of consumers.

Wall Street Lifts Dell Targets as AI Boom Sends Stock Toward Records

Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Dell Technologies stock rises, leading the S&P 500. Analysts believe Dell will beat fiscal first-quarter earnings next week, but a strong performance from its AI business is needed.

Earnings season is slowing down, but the stock market uptrend is still showing plenty of signs of life as Wall Street awaits a new round of earnings reports from top stocks like Dell Technologies, Toronto-Dominion Bank, a current holding in the Leaderboard model portfolio, and Costco. Dell stock soared early Friday after Wells Fargo raised Dell's price target substantially to 270 from 180 while maintaining an overweight rating. Dell hasn't looked back after an initial breakout from a cup-with-handle base on March 16.

IT hardware stocks may not fully reflect growing macro and earnings risks despite strong recent gain